TILIA FIDUCIARY PARTNERS, INC.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1910210
WILMINGTON, NC
Position in VB
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$249,347
+$30,348 QoQ
Shares Held
952
+12.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,347 | 952 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $218,999 | 849 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $212,069 | 834 | Shares | Sole | 2025-10-10 | |
| 2023-06-30 | $87,710 | 441 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $72,791 | 384 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $86,814 | 473 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $80,840 | 473 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $82,419 | 468 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $87,558 | 412 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $93,116 | 412 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||